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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,038 | $150,447+19.0% | $136,298+31.4% | $147,586+21.3% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 16.83% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,348 | $5,256-36.3% | $4,696-28.7% | $4,876-31.3% |
| Participant deferral / active EE | $10,159 | $6,631+53.2% | $6,247+62.6% | $5,439+86.8% |
| Admin fee / account holder | $22,575 | $10,906+107.0% | $9,244+144.2% | $10,886+107.4% |